AMERICAN ASSET MANAGEMENT INC. NVBW — AIM ETF PRODUCTS TRUST

Ownership history in AMERICAN ASSET MANAGEMENT INC.  ·  6 quarters on record

AI Ownership Summary

AMERICAN ASSET MANAGEMENT INC. reported AIM ETF PRODUCTS TRUST (NVBW) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 8.49% in 2024 Q4. The latest visible filing shows NVBW at 6.66% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVBW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AMERICAN ASSET MANAGEMENT INC.'s position in AIM ETF PRODUCTS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NVBW was reported at 6.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.49% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NVBW stock page AMERICAN ASSET MANAGEMENT INC. fund profile AMERICAN ASSET MANAGEMENT INC. full holdings
How AMERICAN ASSET MANAGEMENT INC. held NVBW — position size vs. price
% of Fund (quarterly)    NVBW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 230,398 -3,920 -1.7% 6.66% $7.7M 2026-05-07 $35.10
2025 Q4 REDUCED — — — 234,318 -891 -0.4% 6.72% $7.9M 2026-01-07 $33.98
2025 Q3 REDUCED — — — 235,209 -10,251 -4.2% 7.03% $7.8M 2025-11-05 $33.42
2025 Q2 REDUCED 5.4% +3.2% ❌ 245,460 -13,890 -5.4% 7.30% $7.9M 2025-08-12 $32.80
2025 Q1 REDUCED — — — 259,350 -10,410 -3.9% 7.89% $7.9M 2025-05-07 $30.70
2024 Q4 INITIATED — — — 269,760 — — 8.49% $8.4M 2025-01-16 $31.14

🏢 Other funds also holding NVBW

As of 2026 Q1 — sorted by position size

Castle Rock Wealth Management, LLC 3Y 7Y 0.54% Elevation Wealth Management LLC 0.32% JIM SAULNIER & ASSOCIATES, LLC 0.3% Grantvest Financial Group LLC 0.19% Joseph P. Lucia & Associates, LLC 3Y 7Y 0.15% Tyche Wealth Partners LLC 0.12% POM Investment Strategies, LLC 0.12% PFG Advisors 3Y 7Y 0.11% Taylor Securities Services, Inc. 0.11% Spire Wealth Management 3Y 0.08%

FAQ About AMERICAN ASSET MANAGEMENT INC. and NVBW

These are the practical questions this page is built to answer before you even open the full history table.

How long has AMERICAN ASSET MANAGEMENT INC. reported owning NVBW?

AMERICAN ASSET MANAGEMENT INC. reported NVBW across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported NVBW position in AMERICAN ASSET MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for NVBW was 8.49% in 2024 Q4.

What is the latest reported NVBW position on this page?

The most recent filing on this page is 2026 Q1, when AMERICAN ASSET MANAGEMENT INC. reported 230,398 shares, equal to 6.66% of portfolio, with an estimated market value of $7.7M.

What does the chart on this NVBW ownership page compare?

The chart compares AMERICAN ASSET MANAGEMENT INC.'s quarterly NVBW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AMERICAN ASSET MANAGEMENT INC. time their NVBW position?

Based on 13F filing dates vs. subsequent NVBW price moves, AMERICAN ASSET MANAGEMENT INC. correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on NVBW relative to SPY over the holding period was -7.9%.

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